California Licensed Associate Advisor

Job Summary

A company is looking for an Associate Advisor / Relationship Manager.

Key Responsibilities

• Prepare financial plans and participate in client meetings for execution
• Manage day-to-day operational tasks and coordinate follow-up actions
• Maintain accurate client records and collaborate with internal teams for efficient service delivery

Required Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field
• CFP designation and 1-3 years of experience as an advisor/planner
• Ability to manage multiple projects effectively
• Independently motivated with a strong work ethic
• Experience working from home in a professional setting